Questions, answered · Starting an immigration or relocation agency
Can I run an immigration agency on a spreadsheet?
Updated
For the first few cases, yes. A spreadsheet does not know the permit's steps, does not move deadlines when a start date moves, cannot collect documents safely and gives clients no view, so most agencies outgrow it around their tenth active case.
In detail
- Steps rebuilt by hand for every client and country.
- Deadlines that stay put when the start date moves.
- Passports and contracts end up in email.
- Clients ask for status by phone.
How Settio helps
Settio replaces the tracker with a plan per candidate and moves existing cases in with its onboarding package.
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Related questions
- What software do I need to start an immigration agency in Sweden?
- Which case management software suits a relocation and immigration agency in Sweden?
- Is there global mobility software an independent agency can use without competing with the vendor?
- What if the country I work with isn't supported by Settio?
- How do I collect passports from candidates safely under GDPR?
- Is there a client portal for candidates going through a work permit?
Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. Facts checked 10 October 2026. About this information